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Samuel S

Series 63, Series 66

White Bear, MN

Greenup Wealth

Sam Schuette is a seasoned wealth advisor with over two decades of experience helping individuals and families plan for financial security and life milestones. As Vice President and Wealth Advisor at GreenUp Wealth Management, Sam works with clients to develop financial strategies tailored to their goals — including retirement planning, investment guidance, and overall wealth management.  Before joining GreenUp, Sam spent more than a decade at Scottrade, Inc., where he built strong client relationships and led teams of investment professionals. He also served in financial advisory and wealth planning roles at several other firms, bringing a depth of practical experience across markets, financial planning disciplines, and client service.  Sam holds a Bachelor of Science in Agriculture & Food Business Management with a focus in Finance from the University of Minnesota. Outside of work, he enjoys time with his family, outdoor activities, and community engagement.

Wealth management General retirement planning Income planning General tax planning General estate planning guidance Retired Executive Founder/Business Owner Self-Employed Consultant Approaching retirement Established Professionals Gen X (Born 1965-1980) Baby Boomers (Born 1946-1964)

Advisors near 63068

Out of 400,000+ nationwide

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Christopher A

CFA®, Series 66

Marthasville, MO

1035 Capital Management LLC

Christopher Abbott is a CFA® charterholder and holds a Series 66 license with six years of industry experience. He has worked at Argent Capital Management and has been with 1035 Capital Management LLC since 2019. Abbott is also an adjunct professor at Lindenwood University and owns DL Financial, a firm providing back office support for financial advisors. 1035 Capital Management LLC offers discretionary portfolio management to individuals, high-net-worth clients, family offices, and institutional investors. The firm employs proprietary model strategies focused on preferred stocks and commodities, combining fundamental analysis with sector rotation and trend models to manage risk and diversification.

Concentrated stock management Active portfolio management Factor investing / smart beta
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Robert D

CFP®, Series 63

Hermann, MO

Peoples Savings Wealth Management LLC

Robert Darr is a CFP® professional with 22 years of industry experience, currently serving as the sole advisor at Peoples Savings Wealth Management LLC. His prior experience includes roles at Peoples Savings Bank, Cambridge Investment Research Advisors, and Bank of Missouri. Peoples Savings Wealth Management LLC provides financial planning, portfolio management, and pension consulting services to individual clients and pension or profit-sharing plans. The firm utilizes fundamental analysis and modern portfolio theory with a focus on insurance products and ETFs, offering discretionary management and tailored model allocations while maintaining fiduciary responsibilities under ERISA/IRC.

Annuities College savings (529s, UTMA, etc.) Debt management
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Kevin L

CFP®, Series 63

Washington, MO

Lang & Becker, Inc.

Kevin Lang is a CFP® professional with over 31 years of experience in financial advising. He has been with Lang & Becker, Inc. since 2006 and previously worked at Triad Advisors, LLC. In addition to his advisory role, he operates a CPA firm specializing in tax planning, preparation, and estate planning. Lang & Becker serves individual and business clients, managing approximately $98.8 million across 69 accounts. The firm offers personalized investment advisory and financial planning services, utilizing the Osaic Wealth Management platform and combining advisory services with in-house tax and accounting expertise.

Concentrated stock management Options & derivatives strategies
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Annmarie H

Series 63, Series 66

Washington, MO

Wealth Management Advisors, inc.

Annmarie Hoerr is a financial advisor with Wealth Management Advisors, Inc. in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Her prior experience includes roles at Sagepoint Financial, Inc. and Sagepoint Financial LLC. Outside of advising, she is a notary public in Missouri and participates in several community organizations, including the Washington Optimist Club and Women With Purpose, a nonprofit focused on professional and personal development for women. Wealth Management Advisors, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and closely held businesses. The firm offers individualized portfolio management and financial planning, working primarily on a non-discretionary basis and utilizing both fundamental and technical analysis in its investment recommendations.

Annuities
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Kolby L

Series 63, Series 66

Washington, MO

Lang & Becker, Inc.

Kolby Lang is a financial advisor with Lang & Becker, Inc. in Washington, MO, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Citigroup and TDAmeritrade. Lang & Becker serves individual clients, including high net worth individuals, and businesses by providing personalized investment advisory and financial planning services. The firm manages approximately $98.8 million across about 69 accounts, utilizing the Osaic Wealth Management platform and a range of strategies from mutual funds to higher-risk investments for qualified clients.

Concentrated stock management Options & derivatives strategies
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Larry B

Series 63, Series 65

Washington, MO

Cornerstone Wealth Management, LLC

Larry Bridwell is a financial advisor with Cornerstone Wealth Management, LLC in Washington, MO, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Cornerstone Wealth Management and LPL Financial since 2018 and was previously with Lincoln Financial Distributors from 2012 to 2018. Bridwell is also involved with Captain Asset Management LLC, a business entity used for tax and investment purposes. Cornerstone Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm employs a multi-brand model and leverages LPL platform programs and technology to deliver tailored investment advice focused on continuous account supervision, asset allocation, and a mix of fundamental, quantitative, and qualitative analysis.

Charitable giving & philanthropy Founder/Business Owner Retired
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Blake S

Series 66

Washington, MO

Cornerstone Wealth Management, LLC

Blake Swenson is a financial advisor at Cornerstone Wealth Management, LLC with two years of industry experience. He holds a Series 66 designation and has worked at firms including Stifel Financial and LPL Financial. Prior to his advisory career, he was employed at the University of Mississippi and Westminster Christian Academy. Cornerstone Wealth Management serves individuals, trusts, pension plans, corporations, and charitable organizations by offering asset management, financial planning, and retirement consulting. The firm provides tailored investment advice through advisor-led discretionary management and a variety of LPL-sponsored programs, supported by a large team of 91 advisors and technology-driven service delivery.

Charitable giving & philanthropy Founder/Business Owner Retired
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Jordan F

CFP®, Series 63, Series 65

Washington, MO

Cornerstone Wealth Management, LLC

Jordan Faerber is a CFP® professional with eight years of experience in financial advising. He is currently with Cornerstone Wealth Management, LLC, where he has worked since 2020. His prior experience includes roles at LPL Financial, RubinBrown Advisors LLC, and Biermann Straatmann P.C. Outside of advising, Faerber owns a tax preparation and accounting business, Faerber Tax Services. Cornerstone Wealth Management serves individuals, trusts and estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm emphasizes tailored investment advice with continuous account supervision, combining fundamental, quantitative, and qualitative analysis, supported by a technology-driven, multi-brand platform.

Charitable giving & philanthropy Founder/Business Owner Retired
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Jeffrey W

Series 63, Series 65

Washington, MO

Nbc Securities, Inc.

Retirement income strategy Wealth management Founder/Business Owner Retired
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Matthew R

Series 63, Series 66

Washington, MO

Cornerstone Wealth Management, LLC

Matthew Rufkahr is a financial advisor at Cornerstone Wealth Management, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Cornerstone Wealth Management since 2015, having also worked at LPL Financial since 2002. Cornerstone Wealth Management serves individuals, including high-net-worth clients, trusts and estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm uses a combination of advisor-led discretionary management, wrap-fee programs, and LPL-sponsored platforms, emphasizing tailored investment advice through continuous account supervision and a mix of fundamental, quantitative, and qualitative analysis.

Charitable giving & philanthropy Founder/Business Owner Retired
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